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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,643 | $157,296-4.2% | $141,191+6.7% | $152,897-1.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.88% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $14,890 | $5,262+183.0% | $4,736+214.4% | $4,764+212.6% |
| Participant deferral / active EE | $10,077 | $7,111+41.7% | $6,710+50.2% | $5,851+72.2% |
| Admin fee / account holder | $7,295 | $12,125-39.8% | $10,264-28.9% | $11,599-37.1% |